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T. Bailey Dynamic Fund DT4 rating

Summary

Lower volatility of returns prompts Distribution Technology to lower the risk profile of the T. Bailey Dynamic Fund.

Lower volatility of returns prompts Distribution Technology to lower the risk profile of the T. Bailey Dynamic Fund
Following a review of the Dynamic Fund’s historical asset allocation and volatility of actual returns achieved by the Fund, Distribution Technology has lowered the Dynamic Planner risk profile to 4 from 5 on their scale of 1 to 10.
The Dynamic Fund’s assigned 4 risk profile is designated ‘Lowest Medium Risk’ and is consistent with achieving its benchmark return of UK inflation plus 3% over the medium-to-long term.
Kevin Payne, T. Bailey Asset Management’s Relationship Manager commented, ‘This lowering of the Dynamic Fund’s risk profile is a reflection of the investment team’s differentiated approach which has resulted in lower volatility of returns without sacrificing a relevant investment outcome objective.  This should help advisers and investors looking for a multi-asset solution delivering consistent returns without undue risk.’

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